Easy and comprehensive Permanent Journey Planner (PJP) as per visit frequency for the entire team using our Field Force App. Individual agents can also plan calendar for training or customer/ outlet visits according to the plan with or without manager approval.
Simple scheduling of additional one-time tasks to field force. Ability for Admin/ State/ Branch level offices to schedule field visits for users. Scheduling can be done in bulk as well. Calendar view of upcoming scheduled visits in user app.
The OnthegO Sales Force App provides a simple interface for sales agents to mark attendance, submit corrections and make leave requests. Manager can view employee attendance, approve leave & attendance correction requests as per policy such as geo-tagged, geo-fenced, selfie, remarks, time restricted, etc. View more details
Sales Force Tracker. Near real-time tracking of field sales force users with map view in web for admin and employee tracking app for managers. Historical location tracking excel reports for later review.
Know accurate daily distance travelled by your Field Sales Force and reimburse as per your policy. Module for capture of odometer reading at start and end of day available in our Sales Force Automation App (SFA App) for validation
Our Sales Force Automation Software enables agents to add new leads/ prospective outlets/ customers with geo-tagging instantly in the Sales Force Mobile app or web by client types, configurable fields of your interest, recruitment criteria, source and status at each stage according to their buying interest. Salespersons can follow-up on phone or leave for client and visit in person. They can update follow-up meeting details in the required format with changes in status of lead at each stage as per workflow setup for the lead management in our Sales CRM app.
Quotation option for capital goods sales. Comprehensive Field Reporting in the app, including submission of reports specific to Visit Type and Client Status along with location and time details upon completion of task. Capture customer order from catalogue by fast-moving, discount schemes, focused SKUs according to stock inventory from primary, secondary, tertiary channels. Share Distributor PO.
Complete tasks with photos and remarks:stock check, merchandising, competitor track, distributor dispatch, brand visibility tracking, planogram adherence, share of self, price check, inventory check, geo-tagging tasks, custom surveys, audits and more. Admin view of client visit and meeting outcome progress in Sales Reps app
Our comprehensive sales Force Automation software (SFA software) allows managers to assign tasks and view the status of those tasks. They can have a real-time view of sales force location, approve expense claims, beat or tour plan requests, approve new customer locations/ outlets, keep tabs on targets, sales target performance, agent productivity and more.
Use the Sales Order Taking App to view and confirm primary/secondary/tertiary orders. Invoicing and distributor dispatch, Stock receipt confirmation by each SKU in an order.
The OnthegO Sales Automation App enables users to view the invoice amount due, receivables against each order and to update the collected amount details, e.g., payment mode, etc.
Easy expense claims' reimbursement as per policy by Travel/ Accommodation/ TA/ DA/ Miscellaneous Expense Categories with receipt capture as per Company corporate expense policy.
Streamlined workflow, multi-level expense claim Approve/Reject/Partial Approve/Refer back functionality. Admin view of digital expense vouchers with attached bills for a date range, user ledgers and expense reports. more
The OnthegO Field Sales Management App provides real-time view of target achievement, including task completion performance reports and other pertinent metrics. Promote higher sales performance via gaming, e.g., leader boards and badge awards, encouraging the field force to be laser focused and work smartly, contributing to your overall goals.
The OnthegO Field Force Management software captures relevant metrics pertinent to your sales force and customers/ outlets performance, by region, date range, etc. Real-time monitoring of sale force location, attendance, distance travelled, expense claims and approvals, customer/ outlet visits planned and completed, orders taken and fulfilled, productive and top performing customers/ outlets, reports of all customer location/ outlet activities, sales force target achievement, leaderboard, incentives, leave requests and approvals, leave balance, and more
The OnthegO Sales Automation Software is highly configurable and supports workflows, features and functionality for all major industries including FMCG/Beverage, Retailing, Fashion/Footware, Dairy, Agriculture, Automobile, Healthcare, Consumer Durables, Hardware, Metal, Construction, Energy, Technology, Microfinance, Education and More...
App for retailers and distributors to submit orders to suppliers; view order, invoice and payment status. Product Pricing at outlet level as per contract, order processing, delivery and collection workflows are part of the system.
Provide app to your product influencers, including architects, electricians, plumbers, carpenters, etc. Get leads and reward influencers for the leads converted. Accumulate loyalty points by simple scan of QR code on purchased product or product selection in digital catalogue with invoice proof. Redeem gifts based on reward points earned.
Schedule a demo of OnthegO Sales Force Automation Software.